We are live on ! Find out more
BCA

Berman Capital Advisors Portfolio holdings

AUM $636M
1-Year Est. Return 30.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$299M
AUM Growth
+$44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,590
New
Increased
Reduced
Closed

Top Buys

1
+$6.46M
2
+$4.5M
3
+$1.98M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.67M
5
TPYP icon
Tortoise North American Pipeline ETF
TPYP
+$1.62M

Top Sells

1
+$3.6M
2
+$2.48M
3
+$2.12M
4
VTV icon
Vanguard Value ETF
VTV
+$1.89M
5
INTF icon
iShares International Equity Factor ETF
INTF
+$1.79M

Sector Composition

1 Technology 4.23%
2 Financials 3.6%
3 Consumer Discretionary 2.58%
4 Healthcare 2.3%
5 Energy 2.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1226
$1K ﹤0.01%
36
+12
1227
$1K ﹤0.01%
5
-3
1228
$1K ﹤0.01%
115
1229
$1K ﹤0.01%
18
1230
$1K ﹤0.01%
66
1231
$1K ﹤0.01%
4
1232
$1K ﹤0.01%
16
1233
$1K ﹤0.01%
+9
1234
$1K ﹤0.01%
47
-58
1235
$1K ﹤0.01%
18
1236
$1K ﹤0.01%
497
1237
$1K ﹤0.01%
54
1238
$1K ﹤0.01%
90
-15
1239
$1K ﹤0.01%
36
1240
$1K ﹤0.01%
+23
1241
$1K ﹤0.01%
+50
1242
$1K ﹤0.01%
51
1243
$1K ﹤0.01%
+66
1244
$1K ﹤0.01%
172
1245
$1K ﹤0.01%
143
1246
$1K ﹤0.01%
10
1247
$1K ﹤0.01%
8
1248
$1K ﹤0.01%
24
1249
$1K ﹤0.01%
8
1250
$1K ﹤0.01%
59
-15
48 49
50
51 52